
Bond market selloff
From Global Research Unlocked by BofA Global Research
May 27, 2026 · 18 min · Episode 203
About this episode
The episode discusses the recent bond market selloff and its implications with global rates strategists.
Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a further extension of the moves, as well as the policy elements that can cap the rise in yields. We will also present key bond convexity and swaptions ideas in the context of elevated rates volatility. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and…
People in this episode
Host: Sphia Salim
Topics covered
- bond market
- selloff
- global rates
- yields
- financial policy
- elevated rates volatility
Keywords
- bond market
- selloff
- global rates
- yields
- volatility
- swaptions
- financial policy
Mentioned in this episode
Organizations: Bank of America, BofA Global Research, BofA Securities
Books & works: Merrill Perspectives
More episodes of Global Research Unlocked
- Signals & Noise: Why small & mid-caps are leading the 2026 market rally – and what’s next · June 11, 2026 · 7 min
- Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets · June 9, 2026 · 7 min
- Payroll call · June 8, 2026 · 20 min
- Rising airfares no match for a consumer going full throttle on experiences · June 4, 2026 · 17 min
- GLP-1s are shrinking some appetites; broader use poses a prickly challenge · June 3, 2026 · 25 min
- Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections · June 2, 2026 · 8 min
Explore listener stats, chart rankings, contacts and more on the Global Research Unlocked podcast page.